The nordic way of wealth A mobile portfolio
Our investment philosophy starts with you – for a richer life.
Follow market developments, sign important papers and receive notification of important events in the portfolio directly on your mobile.
This is how we help you
This is how you get safety
Together we make you and your family feel safe that you can pursue your goals and live the life you dream of, today and in the future.
Preserve & Develop
Preserve & Develop
Our asset allocation strategies and portfolio construction will seek to achieve an optimal balance between preservation and long-term growth of capital.
Capgemini’s World Wealth Report (WWR) examines the global HNWI population and wealth growth dynamics, shifting digital-era expectations, asset allocation trends, and investor opinions about fees, hybrid advisory services, and existing offerings. Formue is featured in this year's edition with our hybrid offering developed to enhance client engagement.Read the report
2020 turned out to be a very different, but also an instructive year. Shutdowns and social distancing hit the world hard. At the same time, the development and use of new, innovative solutions accelerated. Digital meetings and webinars which used to be unusual for many, are now a natural part of everyday life for most people.Read our Annual Report here
One third of the world's wealth today is controlled by women. The share is expected to increase significantly in the coming years. We have asked 400 wealthy Scandinavian women what they want to achieve with their capital, what is important when they invest, and what the wealth means to them.Read the report here
From the very beginning we have had one clear guiding principle for all our activity: the client’s interest should always come first. This has shaped what we do and how we work. It has also contributed to defining the basic culture in our company. An independent viewpoint has always been key to our way of thinking. How can we fulfil the requirements for independence?What does our independence mean for you?
Portfolio and investment
We help you build a robust, properly diversified portfolio to preserve your capital and achieve long-term growth.
We have our own highly qualified staff to help you achieve an efficient tax situation and an optimal ownership structure of your assets, for you and the next generation.
Our business management unit is a leading provider of corporate secretarial and accounting services, specializing in the needs of investment companies.
Art and Philanthropy
Our dedicated art advisory area can bring you inspiration, insight and knowledge through art and philanthropy, whether for its own sake or as part of your portfolio.
Align your investment portfolio with your risk profile and investment preferences
Access the expert services dedicated to your unique wealth plan
Goals & priorities
Get a full overview over how your wealth plan enables you to achieve your goals
Your personal wealth plan, always accessible in our app
To help you in the best possible way, we need to know more about you and your goals.